Valley National Advisers’s iShares Russell 1000 ETF IWB Stock Holding History

Valley National Advisers’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$60K	Hold	170	–	–	0.01%	384
2025 Q4	$63K	Hold	170	–	–	0.01%	376
2025 Q3	$62K	Hold	170	–	–	0.01%	364
2025 Q2	$57K	Hold	170	–	–	0.01%	372
2025 Q1	$52K	Hold	170	–	–	0.01%	370
2024 Q4	$54K	Hold	170	–	–	0.01%	346
2024 Q3	$53K	Sell	170 -16	-9%	-$4.85K	0.01%	351
2024 Q2	$55K	Hold	186	–	–	0.01%	379
2024 Q1	$53K	Hold	186	–	–	0.01%	397
2023 Q4	$48K	Hold	186	–	–	0.01%	409
2023 Q3	$44K	Hold	186	–	–	0.01%	401
2023 Q2	$46K	Hold	186	–	–	0.01%	398
2023 Q1	$42K	Hold	186	–	–	0.01%	409
2022 Q4	$40K	Hold	186	–	–	0.01%	404
2022 Q3	$38K	Hold	186	–	–	0.01%	406
2022 Q2	$40K	Hold	186	–	–	0.01%	379
2022 Q1	$47K	Hold	186	–	–	0.01%	380
2021 Q4	$49K	Hold	186	–	–	0.01%	369
2021 Q3	$45K	Hold	186	–	–	0.01%	354
2021 Q2	$45K	Hold	186	–	–	0.01%	356
2021 Q1	$42K	Hold	186	–	–	0.01%	346
2020 Q4	$39K	Hold	186	–	–	0.01%	344
2020 Q3	$35K	Hold	186	–	–	0.01%	320
2020 Q2	$32K	Hold	186	–	–	0.01%	327
2020 Q1	$26K	Hold	186	–	–	0.01%	343
2019 Q4	$33K	Hold	186	–	–	0.01%	357
2019 Q3	$31K	Hold	186	–	–	0.01%	359
2019 Q2	$30K	Hold	186	–	–	0.01%	340
2019 Q1	$29K	Hold	186	–	–	0.01%	343
2018 Q4	$26K	Buy	+186	New	+$27.8K	0.01%	325
2017 Q2	–	Sell	-172	Closed	-$23K	–	625
2017 Q1	$23K	Buy	+172	New	+$22.3K	0.01%	312

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Valley National Advisers's IWB Position: Q1 2026 in Review

Valley National Advisers held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 170 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #384.

Valley National Advisers first reported a position in IWB in Q1 2017 and has held it in 31 quarters since. The position peaked at $63K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Valley National Advisers held 170 shares of iShares Russell 1000 ETF worth $60K as of Q1 2026.
Valley National Advisers left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.01% of Valley National Advisers's portfolio in Q1 2026, its #384 holding.
Valley National Advisers first reported a position in iShares Russell 1000 ETF in Q1 2017 and has held it in 31 quarters since.
Valley National Advisers's iShares Russell 1000 ETF position peaked at $63K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.